Description

Actionstep is a legal practice management software designed for law firms. It enables users to create a set of steps and tasks for each matter type, automate each step to collect information, generate document templates that can be automatically populated with the client and matter data, assign emails, attachments, and email threads to matters, monitor and respond to critical data without user intervention, and store, organize, retrieve, and search all the documents. Features include matter management, document automation, Microsoft Office integration, data security, reporting capability, and client portal.